Motilal Oswal releases a list of six stocks it recommends for investors in the electronics manufacturing services (EMS) sector, according to NDTV. The brokerage’s view is that EMS companies can sustain earnings growth momentum, supported by increasing domestic and global demand. It links this demand trend to a continuing order pipeline for EMS providers and expects capacity additions over the longer term.
NDTV’s report frames the recommendation as part of an “EMS pack,” highlighting the firm’s sector outlook rather than specific near-term catalysts. The central thesis presented across the coverage is that demand growth will help EMS firms maintain utilization levels and support expansion plans, which in turn should underpin earnings performance. The article does not indicate that the brokerage changes its view on broader market conditions, focusing instead on EMS fundamentals such as orders and capacity. The recommendation list is presented as a curated selection within the EMS theme.
